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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
Wedding season can take a hit on your budget. Don't let a summer of celebrating love break the bank. Let’s talk about smart financial strategies so you can enjoy celebrating with loved ones while staying on budget. Get in touch today.

#WeddingSeason #SmartBudgeting #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
As you settle into your new neighbourhoods, remember that we're here to help you build a bright, secure future in your new home.

Wishing everyone a safe and successful Moving Day.

#MovingDay #Community #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

#FinancialRoadmap #SunLifeOnePlan #PersonalWealth #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Think again! Sun Life's Term Insurance for Diabetes offers a higher chance of approval compared to conventional life insurance and affordable premiums. Don't miss your chance to win $5,000 in the monthly contest. Contact me to apply and learn how Sun Life is changing insurance for people living with diabetes.

#FinancialSecurity #DiabetesSupport

*Certain terms and conditions apply.
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

#SunLifeOnePlan #YourFinances #FinancialGoals #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Happy back-to-school! Here’s to making this year a great one! Wishing all the students and families a successful start to the new school year.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Today we celebrate the hard work and dedication of workers everywhere. Happy Labour Day!

#LabourDay #Gratitude #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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Enter the Diabetes Protect to Win Contest! Here's how:

1. Apply for life or critical illness insurance
2. Enter for a chance to win $5,000
3. Sun Life donates $5,000 to diabetes charities

Ready to get started?

*Certain terms and conditions apply. Contact me for more information.
Exciting news! Sun Life launched a new GenAI-powered Notes Assistant tool for advisors.

Powered by GenAI, this tool efficiently and safely summarizes Client meetings and outlines action items. As an advisor, this allows me to spend less time taking notes, and more time on what matters most – helping Clients achieve lifetime financial security and live healthier lives.

This is one example of how Sun Life is embracing the power of technology to make life brighter for advisors and Clients.

Want to learn how this can benefit your financial journey? Let's chat about your goals and how I can help you achieve them.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

Get in touch to set up an RESP for your child.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability. Here are some strategies to consider:

- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.

#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Been declined before? Sun Life's Term Insurance for Diabetes is different. We understand your unique needs and offer a higher chance of approval. Apply now to enter the $5,000 monthly giveaway and get the coverage you deserve. #DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information.
Have you started a side gig to supplement your full-time income? Here are some tips to help you out on the financial side of things:

- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out!

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